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Taylor Financial Group’s McDonald's MCD Stock Holding History

Taylor Financial Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Hold
2,560
– – 0.38% 59
2026
Q1 		$795K Hold
2,560
– – 0.48% 46
2025
Q4 		$782K Hold
2,560
– – 0.46% 42
2025
Q3 		$778K Sell
2,560
-4
-0.2% -$1.22K 0.45% 46
2025
Q2 		$749K Buy
2,564
+100
+4% +$30.8K 0.47% 43
2025
Q1 		$770K Buy
2,464
+59
+2% +$17.6K 0.54% 42
2024
Q4 		$697K Hold
2,405
– – 0.48% 44
2024
Q3 		$732K Hold
2,405
– – 0.51% 43
2024
Q2 		$613K Sell
2,405
-170
-7% -$45.1K 0.47% 46
2024
Q1 		$726K Hold
2,575
– – 0.55% 45
2023
Q4 		$763K Buy
+2,575
New +$701K 0.63% 44

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Taylor Financial Group's MCD Position: Q2 2026 in Review

Taylor Financial Group held its McDonald's (MCD) position steady in Q2 2026 at 2,560 shares worth $692K. The position accounts for 0.38% of the portfolio, ranked #59.

Taylor Financial Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $795K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Taylor Financial Group held 2,560 shares of McDonald's worth $692K as of Q2 2026.
  • Taylor Financial Group left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.38% of Taylor Financial Group's portfolio in Q2 2026, its #59 holding.
  • Taylor Financial Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Taylor Financial Group's McDonald's position peaked at $795K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.